Civic Intelligence

The Richard J Weyhrich Charitable Trust

990PF • Fiscal year 2014 • EIN 42-6634530

Jan 01, 2014 to Dec 31, 2014 • Filed on May 15, 2015

Organization Profile
75 Santa Rosa StreetSan Luis Obispo, CA 93405-1887

(805) 547-8500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

50th percentile

$29,924

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

57th percentile

3.3%

Faster asset growth than 57% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

89th percentile

74%

Faster revenue growth than 89% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$2,817,455

Up $90,785 (+3.3%) from 2013

Net Assets

$2,817,455

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin82nd percentile

Revenue

Up

$279,477

Up $118,699 (+74%) from 2013

Expenses

Up

$188,692

Up $5,779 (+3.2%) from 2013

Net Income

Up

$90,785

Up $112,920 (+510%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2011: $2,705,475Liabilities 2011: $02011Assets 2012: $2,749,745Liabilities 2012: $9402012Assets 2013: $2,726,670Liabilities 2013: $02013Assets 2014: $2,817,455Liabilities 2014: $0Net Assets 2014: $2,817,4552014Assets 2015: $2,719,253Liabilities 2015: $0Net Assets 2015: $2,719,2532015Assets 2016: $2,588,163Liabilities 2016: $0Net Assets 2016: $2,588,1632016Assets 2017: $2,607,175Liabilities 2017: $0Net Assets 2017: $2,607,1752017Assets 2018: $2,590,063Liabilities 2018: $0Net Assets 2018: $2,590,0632018Assets 2019: $2,576,862Liabilities 2019: $0Net Assets 2019: $2,576,8622019Assets 2020: $2,499,498Liabilities 2020: $0Net Assets 2020: $2,499,4982020Assets 2021: $2,536,985Liabilities 2021: $0Net Assets 2021: $2,536,9852021Assets 2022: $2,415,584Liabilities 2022: $0Net Assets 2022: $2,415,5842022Assets 2023: $2,324,597Liabilities 2023: $0Net Assets 2023: $2,324,5972023Assets 2024: $2,264,740Liabilities 2024: $0Net Assets 2024: $2,264,7402024

Highlighted filing

2014

Assets$2,817,455
Liabilities$0
Net Assets$2,817,455
Open 2014 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2011: $219,118Expenses 2011: $187,832Net Income 2011: $31,2862011Revenue 2012: $218,057Expenses 2012: $174,727Net Income 2012: $43,3302012Revenue 2013: $160,778Expenses 2013: $182,913Net Income 2013: -$22,1352013Revenue 2014: $279,477Expenses 2014: $188,692Net Income 2014: $90,7852014Revenue 2015: $95,167Expenses 2015: $193,369Net Income 2015: -$98,2022015Revenue 2016: $40,254Expenses 2016: $171,344Net Income 2016: -$131,0902016Revenue 2017: $195,578Expenses 2017: $176,566Net Income 2017: $19,0122017Revenue 2018: $171,796Expenses 2018: $188,908Net Income 2018: -$17,1122018Revenue 2019: $154,180Expenses 2019: $167,381Net Income 2019: -$13,2012019Revenue 2020: $101,914Expenses 2020: $179,278Net Income 2020: -$77,3642020Revenue 2021: $223,894Expenses 2021: $186,407Net Income 2021: $37,4872021Revenue 2022: $72,162Expenses 2022: $193,563Net Income 2022: -$121,4012022Revenue 2023: $71,658Expenses 2023: $163,618Net Income 2023: -$91,9602023Revenue 2024: $110,353Expenses 2024: $170,187Net Income 2024: -$59,8342024

Highlighted filing

2014

Revenue$279,477
Expenses$188,692
Net Income$90,785
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 15, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$29,924-$29,924
Filing and Contact Details

Filer

Filer Name
The Richard J Weyhrich
EIN
42-6634530
Phone
8055478500
Address
75 SANTA ROSA STREET, SAN LUIS OBISPO, CA 93405-1887

Signing Officer

Name
Rabobank Na
Title
Trustee
Phone
8055478500
Signed
2015-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Radakovich Shaw & Blythe Llp
Address
3220 S HIGUERA ST STE 201, SAN LUIS OBISPO, CA 93401
Preparer
Edwin R Shaw CPA
Phone
8055441557
Raw XML Appendix339 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FOUNDATION FOR THE PERFORMING ARTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GRIZZLY YOUTH ACADEMY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 8106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 1137
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 3209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31304 PACIFIC STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt424255 PACIFIC COAST HWY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5PO BOX 14309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6698 MILLS ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAN LUIS OBISPO
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAN LUIS OBISPO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MALIBU
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5SAN LUIS OBISPO
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0139230
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04951
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011051
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010212
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07013
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07013
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt041932
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011205
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04951
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04513
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011051
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010212
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150435
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011205
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt048945
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037740
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02764
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0RECEIVABLE - DIVIDENDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt02848
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt02848
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CALIFORNIA FILING FEES
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OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt060
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PROCEEDS WYETH CLASS ACTION
OtherIncomeSchedule2/OtherIncomeDetail/Desc1AIG SETTLEMENT
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OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1153
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt21186
TaxesSchedule/TaxesDetail/Amt02600
TaxesSchedule/TaxesDetail/Amt11070
TaxesSchedule/TaxesDetail/CategoryTxt02014 FEDERAL TAX PAYMENTS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01070
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RABOBANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08055478500
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICHARD J WEYHRICH
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0426634530
ReturnHeader/Filer/PhoneNum08055478500
ReturnHeader/Filer/USAddress/AddressLine1Txt075 SANTA ROSA STREET
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0934051887
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270039022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RADAKOVICH SHAW & BLYTHE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03220 S HIGUERA ST STE 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441557
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWIN R SHAW CPA
ReturnHeader/ReturnTs02015-05-12T17:04:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,817,455
Liabilities
$0
Net assets
$2,817,455
Revenue
$279,477
Expenses
$188,692
Net income
$90,785
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.11$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.07$0.16$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.42$0.00$2.42$0.07$0.19$0.12
2021Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.22$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.10$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.15$0.17$0.01
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.17$0.19$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.61$0.00$2.61$0.20$0.18$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.04$0.17$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.10$0.19$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.28$0.19$0.09
2013Summary only. Only limited summary data is available for this year.$2.73$0.00$0.16$0.18$0.02
2012Summary only. Only limited summary data is available for this year.$2.75$0.00$0.22$0.17$0.04
2011Summary only. Only limited summary data is available for this year.$2.71$0.00$0.22$0.19$0.03